HSBC Equity Savings Fund Growth

Hybrid
Equity Savings
Moderate Risk
14.23%
3Y annualised
-0.88% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Dec 2024₹33.92
Min. SIP amountNot Supported
Rating5
Fund size₹477.96Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Equity Savings
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns24.6%14.2%13.7%9.7%
Category average11.8%9.3%9.5%NA
Rank with in category111NA
Understand terms

Peer Comparison

Hybrid, Equity Savings fundsRating1Y3YFund Size(Cr)
5
24.6%14.2%477.96
5
13.4%11.8%7,643.87
4
12.8%10.9%5,410.46
4
13.3%9.9%508.67
4
8.7%8.7%12,168.01

Holdings (115)

NameSectorInstrumentAssets
Capital GoodsEquity4.14%
FinancialEquity3.51%
FinancialEquity3.49%
ServicesEquity3.26%
ServicesEquity3.12%
FinancialEquity2.84%
SovereignGOI Sec2.70%
GOI
SovereignGOI Sec2.69%
Capital GoodsEquity2.67%
GOI
SovereignGOI Sec2.61%
EnergyEquity2.54%
FinancialEquity2.53%
Capital GoodsEquity2.51%
Capital GoodsEquity2.49%
HDFC Bank Ltd.
FinancialCD2.42%
Metals & MiningEquity2.21%
Capital GoodsEquity2.16%
FinancialEquity2.15%
FinancialBonds1.94%
ConstructionEquity1.86%
REC Ltd.
FinancialDebenture1.80%
SovereignGOI Sec1.79%
FinancialDebenture1.79%
GOI
SovereignGOI Sec1.77%
Capital GoodsEquity1.74%
ServicesEquity1.60%
Capital GoodsEquity1.45%
FinancialEquity1.43%
ServicesEquity1.39%
FinancialEquity1.37%
Capital GoodsEquity1.36%
Capital GoodsEquity1.30%
FinancialEquity1.29%
HealthcareEquity1.25%
Capital GoodsEquity1.24%
Consumer DiscretionaryEquity1.14%
ServicesEquity1.14%
HealthcareEquity1.04%
Consumer DiscretionaryEquity1.00%
Capital GoodsEquity0.89%
GOI
SovereignGOI Sec0.88%
GOI
SovereignGOI Sec0.88%
Capital GoodsEquity0.86%
ICICI Bank Ltd.
FinancialMoney Mkt0.84%
HealthcareEquity0.83%
Capital GoodsEquity0.82%
Axis Bank Ltd.
FinancialCD0.80%
ConstructionEquity0.79%
FinancialEquity0.74%
SovereignGOI Sec0.70%
Capital GoodsEquity0.58%
ConstructionEquity0.56%
ServicesEquity0.56%
EnergyEquity0.54%
Capital GoodsEquity0.53%
EnergyEquity0.53%
Capital GoodsEquity0.53%
FinancialEquity0.52%
ServicesEquity0.50%
ConstructionEquity0.48%
FinancialEquity0.46%
FinancialEquity0.41%
Capital GoodsEquity0.38%
Capital GoodsEquity0.37%
EnergyEquity0.37%
TechnologyEquity0.32%
FinancialEquity0.23%
TechnologyEquity0.22%
FinancialEquity0.22%
HealthcareEquity0.21%
FinancialEquity0.18%
ServicesEquity0.12%
HealthcareEquity0.06%
ServicesEquity0.05%
TechnologyEquity0.04%
ConstructionPPE0.02%
HealthcareEquity0.02%
FinancialEquity0.02%
Consumer StaplesEquity0.02%
InsuranceEquity0.02%
ConstructionEquity0.01%
ICICI Prudential Life Insurance Company Ltd.
InsuranceFutures-0.02%
United Spirits Ltd.
Consumer StaplesFutures-0.02%
Aurobindo Pharma Ltd.
HealthcareFutures-0.02%
Infosys Ltd.
TechnologyFutures-0.03%
Dixon Technologies (India) Ltd.
Capital GoodsFutures-0.05%
Abbott India Ltd.
HealthcareFutures-0.06%
Muthoot Finance Ltd.
FinancialFutures-0.18%
Divi's Laboratories Ltd.
HealthcareFutures-0.21%
The Federal Bank Ltd.
FinancialFutures-0.22%
Wipro Ltd.
TechnologyFutures-0.22%
Bandhan Bank Ltd.
FinancialFutures-0.23%
Tata Power Company Ltd.
EnergyFutures-0.38%
Bajaj Finance Ltd.
FinancialFutures-0.41%
Manappuram Finance Ltd.
FinancialFutures-0.46%
Container Corporation Of India Ltd.
ServicesFutures-0.50%
Hindustan Petroleum Corporation Ltd.
EnergyFutures-0.54%
NTPC Ltd.
EnergyFutures-0.55%
Aditya Birla Fashion and Retail Ltd.
ServicesFutures-0.56%
Torrent Pharmaceuticals Ltd.
HealthcareFutures-0.83%
Sun Pharmaceutical Industries Ltd.
HealthcareFutures-1.04%
Havells India Ltd.
Capital GoodsFutures-1.24%
Dr. Reddy's Laboratories Ltd.
HealthcareFutures-1.26%
LIC Housing Finance Ltd.
FinancialFutures-1.30%
ICICI Bank Ltd.
FinancialFutures-1.38%
Indian Energy Exchange Ltd.
ServicesFutures-1.40%
Kotak Mahindra Bank Ltd.
FinancialFutures-1.44%
Polycab India Ltd.
Capital GoodsFutures-1.46%
Indusind Bank Ltd.
FinancialFutures-2.16%
Steel Authority Of India Ltd.
Metals & MiningFutures-2.22%
Canara Bank
FinancialFutures-2.54%
Reliance Industries Ltd.
EnergyFutures-2.55%
State Bank of India
FinancialFutures-2.85%
City Union Bank Ltd.
FinancialFutures-3.51%
HDFC Bank Ltd.
FinancialFutures-3.52%
See All

Expense ratio, exit load and tax

Expense ratio: 1.51%

Inclusive of GST

Exit load

Exit load for units in excess of 0.50% of the investment,1% will be charged for redemption within 1 month.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
9-11th Floor,NESCO - IT Park Bldg. 3,Western Express Highway, Goregaon East, Mumbai 400063
Phone
NA
Launch Date
27 May 2002
HSBC Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

HSBC Equity Savings Fund Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.6.1
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ